save as template does not appear as an option

Forum|Forum|2 years ago
May 14, 2024
2 replies
576 views

The save as template does not appear as an option for me.

eSignature

Best answer by Alexandre.Augusto

Hello, @Robinson Bradshaw

You are welcome to the Docusign Community!

By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.

Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.

Let me know if I answered your question!

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Robinson Bradshaw

You are welcome to the Docusign Community!

By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.

Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.

Let me know if I answered your question!

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

N

nathaly.monge

Docusign Employee

Hello @Robinson Bradshaw ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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